Atlas Capital Advisory (ACA) manages investment portfolios and provides financial planning services. ACA offers investment management services tailored to individual client needs. They also offer hourly and project-based financial planning services covering retirement, risk management, college savings, and estate planning. ACA also provides ongoing comprehensive financial planning for a fixed monthly fee.
Assets Under Management$7.4K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.4K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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